63
Total Pages
37
Shared
13
Branched
3
Shines Only
10
ILSFA Only
13
Phases

👤 User Types in This System

AV Approved Vendor
DES Designee (separate companies with project-specific access; 4 types: Installer, Developer, Finance, Admin)
CUST Customer/Subscriber
PA Program Administrator
UTIL Utility Company
IPA IL Power Agency Staff
GE Grassroots Educator (ILSFA)

Unified Application Processing Flow

Click any phase to expand and see all pages, fields, and documents involved. The flow shows the complete journey from vendor registration through payment.

Shared (identical both programs)
Branched (same page, conditional content)
IL Shines Only
ILSFA Only
0

Phase 0: Approved Vendor Registration

New vendor creates account, provides business info, completes training, gets approved
7 pages ▼

What Happens in This Phase

A solar installer or developer registers as an Approved Vendor (AV) to participate in the programs. They must provide business documentation, disclose ownership, optionally pursue Equity Eligible Contractor (EEC) certification, complete required training modules, and (for IL Shines) pay a registration fee. The Program Administrator reviews and approves the registration.

0.1 AV Registration Landing
SHARED

Purpose: Entry point for new vendor registration. User creates account credentials and selects their entity type.

User: AV Prospective Approved Vendor (not yet registered)

Form Fields
Email address *
Password *
Confirm password *
Company name *
Entity type (LLC, Corp, etc.) *
Referral source (optional)
Validations
Email format validation
Password strength (8+ chars, mixed)
Duplicate email check
Triggers/Events
Email verification link sent immediately on account creation
Welcome email with next steps sent after email verified
Account expires if email not verified within 7 days
0.2 Business Information
SHARED

Purpose: Collect legal business information, tax ID, contact details, and required business documentation.

User: AV Approved Vendor (in registration)

Company Details
Legal entity name *
DBA (Doing Business As)
Federal EIN / Tax ID *
Business address *
City, State, ZIP *
Business phone *
Website URL
Primary Contact
Authorized representative name *
Title *
Direct phone *
Email *
Required Documents
Certificate of Good Standing
Business License
W-9 Form
Insurance Certificate
Triggers/Events
Draft auto-saved every 60 seconds while editing
Reminder email at 7 days if registration incomplete
Document upload confirmation email for each file
Insurance expiration tracked - reminder 30 days before expiry
0.3 Ownership Disclosure
SHARED

Purpose: Disclose all owners, partners, and board members with >5% ownership. This data supports Equity Accountability System requirements and MWBE tracking.

User: AV Approved Vendor (in registration)

For Each Owner/Partner (repeating section)
Full legal name *
Ownership percentage *
Role (Owner, Partner, Board Member) *
EJC residency status
Veteran status
Disability status
MWBE certification number (ILSFA tracking)
Options
Request EEC Certification? (checkbox - goes to 0.3a)
Triggers/Events
Ownership data auto-populates MWBE tracking fields
If EEC selected, additional page 0.3a becomes required
Ownership changes require PA re-review notification
0.3a EEC Certification (Optional)
SHARED

Purpose: Apply for Equity Eligible Contractor status. EECs are majority-owned by Equity Eligible Persons (EEP) - those affected by the war on drugs, residing in R3 areas, or formerly incarcerated. EEC status unlocks Advance of Capital and priority scoring.

User: AV Approved Vendor seeking EEC certification

EEP Qualification (per owner)
Qualification pathway *
Cannabis conviction (self or family)
R3 area residency (5+ years)
EJC residency
Former incarceration
Required Documents
Training certificate (EPA/Craft/Solar)
Proof of residency (5 years)
Court records (if applicable)
IDOC verification letter (if applicable)
Triggers/Events
EEC application creates separate PA review queue item
EEC approval/denial notification email sent
EEC status unlocks Advance of Capital eligibility flag
Annual EEC recertification reminder 30 days before anniversary
0.4 Program Training
BRANCHED

Purpose: Complete required training modules before approval. ILSFA requires additional training on top of IL Shines requirements (ILSFA enrollment requires IL Shines AV status first).

User: AV Approved Vendor (in registration)

IL Shines Training Modules (Required for all)
Program Overview & Requirements *
Consumer Protection Requirements *
Disclosure Form Requirements *
Application Process *
Prevailing Wage Compliance *
ILSFA Additional Training (if ILSFA selected)
Income Verification Procedures
Enhanced LMI Consumer Protections
No-Upfront-Payment Rule
Job Training Requirements
Community Engagement (Community Solar)
Validation
Quiz score >= 80% required per module
Certificate generated upon completion
Triggers/Events
Training progress auto-saved, can resume later
Certificate generated immediately upon all modules passed
Training reminder email at 14 days if incomplete
ILSFA selection triggers additional training modules becoming visible
Annual refresher training required - reminder 30 days before anniversary
0.5 Registration Fee Payment MOVED to Phase 2 as "2.0 Application Fee Payment"
MOVED

OSM CORRECTION: Fee is per-project (not per AV registration). Moved to Phase 2 as page 2.0 "Application Fee Payment." ILSFA does NOT charge application fees.

0.6 PA Registration Review
SHARED

Purpose: Program Administrator reviews submitted registration, verifies all documentation, and approves or requests additional information.

User: PA Program Administrator

Review Checklist
Legal entity verified
Business license valid
Insurance current
Ownership disclosure complete
EEC docs reviewed (if applicable)
Training completed
Fee payment confirmed
Outcomes
Approve - AV status granted
Request Deficiency - AV notified
Reject - With reason
ILSFA Registration Trigger (OSM Correction)
If AV selects ILSFA participation: trigger ILSFA-specific registration requirements
ILSFA requires IL Shines AV status first - sequential enrollment
Additional ILSFA attestations and registration fields required (see ILSFA AV Registration & Attestations document)
ILSFA registration is a separate approval step from IL Shines AV approval
Triggers/Events
Registration submitted notification to PA review queue
PA review deadline set for 10 business days
Approval triggers welcome email with AV portal access
Deficiency request email sent with specific items needed
Deficiency response deadline set for 30 days
Rejection triggers appeal instructions email
ILSFA approval triggers separate ILSFA welcome + attestation requirements
1

Phase 1: Customer Engagement & Disclosure

AV creates disclosure form for customer, captures income eligibility (ILSFA), customer reviews and signs
5 pages ▼

What Happens in This Phase

Before submitting a project application, the AV must provide the customer with a Disclosure Form that explains the program, costs, benefits, and customer rights. For ILSFA, the customer's income eligibility must also be verified. The customer reviews and signs the disclosure electronically or via print/scan. This step MUST happen before Part I Application.

1.1 Create Disclosure Form
BRANCHED

Purpose: AV initiates a new project by creating a disclosure form. This is where the CRITICAL DECISION happens - selecting IL Shines or ILSFA determines ALL downstream flows.

CRITICAL: Program selection here branches the entire workflow. ILSFA selection triggers income verification and enhanced consumer protections.

Program Selection (CRITICAL)
Program: [IL Shines] or [ILSFA] *
Category: Small DG, Large DG, TCS, CDCS, Public Schools, EEC
Sub-program: Residential Small, Residential Large, Community Solar, Non-Profit/Public
Customer Information
Customer name *
Customer email *
Customer phone *
Service address *
Utility account number
Project Basics
System size (kW AC) *
Estimated annual production (kWh)
Utility territory (auto-detected)
Geographic Group (A=Ameren/MISO, B=ComEd/PJM)
Location Services (Automatic)
Address geocoding
Utility territory lookup
EJ Community check
Income-eligible community check
Reference Documents (OSM Suggestion)
IL Shines Disclosure Form Drafts
ILSFA Consumer Education & Disclosure Resources
Triggers/Events
Program selection (ILSFA) triggers income verification requirement
EJ Community auto-detection runs on address entry
Utility territory auto-lookup from address
Draft saved automatically for later completion
1.1a Income Eligibility Verification
ILSFA ONLY

Purpose: Verify that the ILSFA customer meets income eligibility requirements. This is required for Residential Solar (Small), Residential Solar (Large), and subscribers to Community Solar projects.

OSM CORRECTION: Income eligibility verification can happen at ANY stage of the process, not just during Phase 1. Additionally, customers can self-submit their income verification directly (not only through the AV). The Income Qualification Portal should support both AV-initiated and customer self-service flows.

User: AVDESCUST Approved Vendor, Designee, or Customer (self-service)

Eligibility Pathway (select one)
1. Income Documentation (tax returns, pay stubs)
2. Benefits Enrollment (SNAP, LIHEAP, Medicaid)
3. Geographic Qualification (EJC or income-eligible census tract)
4. Self-Attestation (NEW per P.A. 104-0458)
Income Documentation (if pathway 1)
Most recent tax return (1040)
3 months pay stubs
Social Security benefit letter
Benefits Enrollment (if pathway 2)
SNAP enrollment letter
LIHEAP approval letter
Medicaid card or letter
Self-Attestation (if pathway 4 - NEW)
Address must be in EJC or income-eligible community
Self-attestation checkbox with legal acknowledgment
System validates address against EJC/income map
Output
Income Verification Approval Letter (generated)
Triggers/Events
Customer self-service link sent to customer email
Benefits enrollment auto-verified via API integration (SNAP, LIHEAP)
Geographic qualification auto-verified from address lookup
Income verification approval letter generated immediately upon verification
Verification reminder sent at 7 days if incomplete
Verification expires after 12 months - renewal reminder at 30 days before
1.2 Disclosure Preview
BRANCHED

Purpose: Preview the auto-generated disclosure form before sending to customer. ILSFA forms include ENHANCED consumer protections for low-moderate income customers.

IL Shines Disclosure Content
Project details (size, location, equipment)
REC contract terms
Consumer rights and protections
Cancellation policy
ILSFA ENHANCED Disclosure Content (additional)
NO UPFRONT PAYMENTS allowed statement
Explanation of how project results in savings
Clear cancellation rights (extended period)
Third-party financing disclosures
Income verification acknowledgment
Actions
Generate unique disclosure link
Send to customer via email
Print PDF for in-person signing
Reference Documents (OSM Suggestion)
IL Shines Disclosure Form Drafts
ILSFA Consumer Education & Disclosure Resources
Triggers/Events
Disclosure form auto-populated from page 1.1 data
Unique signing link generated on "Send" action
Email sent to customer with signing link
AV notified when customer opens the link
1.3 Customer Signature
SHARED

Purpose: Customer reviews the disclosure form and provides electronic signature. This is a customer-facing page accessed via the unique link.

User: CUST Customer (homeowner, business owner, subscriber)

Customer Actions
Review full disclosure document *
Acknowledge understanding (checkbox) *
E-signature or upload signed PDF *
Integration
Dropbox Sign for e-signature
Signature timestamp captured
IP address logged
Triggers/Events
Signature completion triggers confirmation email to customer
AV notified immediately when customer signs
Signing reminder sent at 3 days and 7 days if not signed
Link expires after 30 days if not signed - new link required
1.4 Disclosure Confirmation
SHARED

Purpose: Confirmation that disclosure has been signed. AV can now proceed to Part I Application.

Confirmation Details
Signature date/time
Signed PDF available for download
Confirmation email sent to customer
Link to start Part I Application
Triggers/Events
Signed disclosure unlocks Part I Application for this project
Disclosure confirmation email sent to both AV and customer
Signed PDF archived to document storage
IQ

Income Qualification Portal (Standalone Module)

Self-service income verification for ILSFA customers - can happen at ANY stage of the process
ILSFA ▼

About This Module

STANDALONE MODULE: This portal operates independently from the main application flow. Customers can complete income verification at ANY time - before, during, or after project application. AVs, Designees, or Customers themselves can initiate verification. The portal serves:

Residential Solar: Individual household verification (or multiple households for multi-family)
Community Solar: Subscriber verification (many subscribers per project)
Non-Profit/Public: Geographic eligibility only (different simplified flow)

IQP-1 Income Verification Start
ILSFA ONLY

Purpose: Entry point for income qualification. Determines which pathway the customer will use and whether verification is initiated by AV/DES or self-service by customer.

User: AVDESCUST Any of these can initiate

Initiation Type
AV/DES-initiated: Enter customer email to send verification link
Customer self-service: Customer accesses directly via public link
Customer Information
Customer name *
Customer email *
Service address *
Associated project (optional - can be linked later)
Project Type Selection
Residential Solar - Single household
Residential Solar - Multiple households (multi-family)
Community Solar Subscriber
Non-Profit/Public Facility (geographic only)
Triggers/Events
Self-service verification link emailed to customer
Address auto-checked for EJ Community / income-eligible census tract
If geographic qualification found, pathway 3 auto-suggested
IQP-2 Qualification Pathway Selection
ILSFA ONLY

Purpose: Customer selects their preferred income qualification pathway. System may pre-select based on address lookup.

User: CUST Customer (self-service page)

4 Qualification Pathways
Pathway 1: Income Documentation - Upload tax returns, pay stubs, or benefit letters
Pathway 2: Benefits Enrollment - Verify via SNAP, LIHEAP, Medicaid enrollment
Pathway 3: Geographic Qualification - Live in EJC or income-eligible census tract
Pathway 4: Self-Attestation (NEW per P.A. 104-0458) - For eligible communities
Pathway Details
Pathway 1: Requires document upload and PA review
Pathway 2: Auto-verification via state benefits API integration
Pathway 3: Auto-verification from address lookup (instant)
Pathway 4: Requires address in eligible area + checkbox attestation
Triggers/Events
Pathway selection routes to appropriate verification page
Geographic/Self-Attestation pathways can complete instantly
Income docs pathway creates PA review queue item
IQP-3 Income Documentation Upload
ILSFA ONLY

Purpose: Customer uploads income documentation for Pathway 1 verification.

User: CUST Customer (self-service page)

Accepted Documents
Most recent tax return (1040)
3 months pay stubs
Social Security benefit letter
Pension/retirement statements
Unemployment benefit letter
Household Information
Number of people in household *
Total annual household income *
Triggers/Events
Document upload confirmation email sent
PA review queue item created with 5 business day SLA
Customer notified when review is complete
IQP-4 Verification Result & Certificate
ILSFA ONLY

Purpose: Display verification result and generate Income Verification Approval Letter.

User: CUSTAVDES All can view

Verification Outcome
APPROVED - Income Verification Approval Letter generated
DENIED - Reason provided, appeal instructions included
MORE INFO NEEDED - Specific documents requested
Approval Letter Contents
Customer name and address
Verification pathway used
Approval date and expiration (12 months)
Unique verification ID for project linking
Triggers/Events
Approval email with PDF certificate sent to customer
AV/DES notified if they initiated verification
Verification linked to any associated projects
Expiration reminder sent 30 days before 12-month anniversary
2

Phase 2: Part I Application (Pre-Construction)

AV submits project details, technical specs, interconnection docs, community engagement (ILSFA CS)
8 pages ▼

What Happens in This Phase

The AV submits the full Part I application with all project details, technical specifications, interconnection documentation, and program-specific requirements. For IL Shines, this includes scoring criteria for competitive categories and a per-project application fee. For ILSFA, this includes community engagement documentation and job training compliance selection.

2.0 Application Fee Payment
SHINES ONLY

Purpose: Pay the per-project application fee for IL Shines projects. ILSFA does NOT charge application fees.

OSM CORRECTION: Fee is per-project (not per AV registration). Moved here from Phase 0.

User: AV Approved Vendor (IL Shines only)

Payment Details
Application fee amount per project (displayed)
Payment method (Credit Card, ACH, Wire, Check)
Billing address
Integration
Stripe payment processing
Receipt generated automatically
Fee linked to specific project application
Triggers/Events
Payment confirmation email with receipt sent immediately
Payment status linked to project - blocks submission until paid
Failed payment triggers retry email with new payment link
2.1 Project Overview
BRANCHED

Purpose: Capture detailed project information including site details, system ownership model, and project timeline.

User: AVDES Approved Vendor or Designee

Site Information
Project name *
Site address *
County *
Utility territory *
Parcel ID / PIN
Ownership Model
System ownership type (Customer, Third-Party, PPA, Lease) *
Third-party owner name (if applicable)
Community Solar subscription model details
Low-income customer allocation percentage
Timeline
Expected construction start date *
Expected energization date *
2.2 Technical Specifications
SHARED

Purpose: Capture detailed technical specifications for the PV system including module and inverter details.

User: AVDES Approved Vendor or Designee

PV Modules
Module manufacturer *
Module model number *
Module wattage (W DC) *
Number of modules *
Total DC capacity (kW) *
Inverter(s)
Inverter manufacturer *
Inverter model *
Inverter AC capacity (kW) *
Number of inverters *
Total AC capacity (kW) *
Installation Details
Mount type (Roof, Ground, Carport, Floating) *
Tilt angle (degrees) *
Azimuth (degrees) *
Tracking type (Fixed, Single-axis, Dual-axis)
2.3 Capacity Factor & Production
SHARED

Purpose: Calculate and validate the expected energy production and capacity factor using approved modeling tools.

User: AVDES Approved Vendor or Designee

Production Estimate
Modeling software used (PVWatts, SAM, etc.) *
Estimated Year 1 production (kWh) *
Capacity factor (%) *
System losses (%)
Degradation rate (%/year)
Required Documents
Production modeling report (PDF export from tool)
Shading analysis (if applicable)
2.4 Interconnection
SHARED

Purpose: Provide utility interconnection application status and documentation.

User: AVDES Approved Vendor or Designee

Interconnection Status
Utility name *
Interconnection application number *
Application status (Applied, Approved, Agreement Signed) *
Interconnection approval date
Required Documents
Interconnection application confirmation
Interconnection agreement (if executed)
Utility study results (if applicable)
2.5a Community Engagement
ILSFA ONLY

Purpose: Document community engagement activities for ILSFA Community Solar projects.

User: AV Approved Vendor

Community Engagement Plan
Description of community outreach activities *
Target community/neighborhood *
Community partner organizations
Grassroots Educator involvement (yes/no)
Nonprofit/Public Facility Engagement (OSM Suggestion)
Nonprofit organization name and type
Public facility type and address
Critical service provider designation (hospital, school, shelter, etc.)
501(c)(3) documentation or government entity verification
Services provided to environmental justice or low-income communities
Required Documents
Community engagement plan document
Letters of support from community organizations
Meeting/event documentation
2.8 Scoring Criteria
IL SHINES ONLY

Purpose: Capture information for competitive scoring in IL Shines categories (Large DG, CS).

User: AV Approved Vendor

Scoring Elements
Project located in EJ Community? (bonus points)
Brownfield/contaminated site? (bonus points)
Co-located with storage?
Equity Eligible Contractor (EEC) involvement
Local hiring commitments
Required Documents
EJ Community location verification
Brownfield documentation (if applicable)
EEC certification documentation
Reference Documents (OSM Suggestion)
ILSFA 2025-2026 Project Selection Protocol - scoring criteria for ILSFA project selection
2.9a Job Training Compliance
ILSFA ONLY

Purpose: Select and document job training compliance pathway for ILSFA projects.

User: AV Approved Vendor

Compliance Pathway Selection
Pathway selected *
Option A: Use approved job training provider
Option B: Pay into job training fund ($1,000/project)
Option C: Self-perform with documented training program
Required Documents (varies by pathway)
Job training provider agreement (Option A)
Payment confirmation (Option B)
Training program documentation (Option C)
2.11 Review & Submit
BRANCHED

Purpose: Final review of all Part I application data before submission.

User: AVDES Approved Vendor or Designee

Submission Checklist
All required fields completed (system validates)
All required documents uploaded
Customer disclosure signed
Income eligibility verified
Certifications
AV certification checkbox (accuracy statement) *
Terms and conditions acceptance *

IL Shines: After submission, add to a batch for PA review.
ILSFA: After submission, awaits application window close for review.

3

Phase 3: Batching / Application Windows

IL Shines: AV groups into rolling batches | ILSFA: Application windows per sub-program
3 pages ▼

Key Difference Between Programs

IL Shines: AVs create batches at any time, grouping their applications together for PA review. Application fees are calculated based on total kW ($20/kW, max $15,000/project).

ILSFA: Application windows open for each sub-program. Applications are accepted during the window, then all are reviewed together for eligibility and capacity allocation. NO application fees.

3.1 Create Batch
IL SHINES ONLY

Purpose: AV groups submitted Part I applications into a batch for PA review and fee payment.

User: AV Approved Vendor

Batch Creation
Select applications to include *
Batch name/reference
Total kW in batch (auto-calculated)
Application fee total (auto-calculated: $20/kW, max $15K/project)
Fee Payment
Credit card payment via Stripe
ACH/wire transfer option
Payment confirmation number
3.2 Application Window Dashboard
ILSFA ONLY

Purpose: View open/closed application windows and submit applications to active windows.

User: AV Approved Vendor

Window Information
Sub-program (Residential, Community Solar, Non-Profit)
Window open date
Window close date
Available capacity (kW)
Applications submitted count
3.3 Batch/Window Management (PA)
BRANCHED

Purpose: PA views submitted batches/windows and assigns for review.

User: PA Program Administrator

PA Actions
View all submitted batches (IL Shines)
View window submissions (ILSFA)
Assign reviewer
Set review priority
Batch status tracking
4

Phase 4: PA Part I Verification

PA reviews applications, checks completeness, verifies eligibility, handles deficiencies
5 pages ▼

What Happens in This Phase

Program Administrator reviews all submitted applications using program-specific checklists. For IL Shines, this includes fee verification and scoring criteria validation. For ILSFA, this includes income eligibility verification and community engagement documentation review.

4.1 Application Review Queue
SHARED

Purpose: PA dashboard showing applications pending review with filtering and sorting.

User: PA Program Administrator

Queue Features
Filter by program (IL Shines / ILSFA)
Filter by category/sub-program
Filter by status (Pending, In Review, Deficient)
Sort by date submitted, AV name, kW size
Assigned reviewer filter
4.2 Application Review Checklist
BRANCHED

Purpose: Structured checklist for PA to verify all application requirements.

User: PA Program Administrator

Common Checklist Items
Customer disclosure signed
Technical specifications complete
Interconnection documentation valid
Production estimate reasonable
All required documents uploaded
Program-Specific Items
Application fee paid
Scoring criteria documentation valid
Income eligibility verified
Community engagement plan reviewed
Job training pathway selected
4.3 Deficiency Notice
SHARED

Purpose: PA issues deficiency notice to AV with required corrections.

User: PA Program Administrator

Deficiency Details
Deficiency category *
Detailed description *
Required action to resolve *
Response deadline (auto: 10 business days)
System Actions
Email notification sent to AV
Application status changed to "Deficient"
Response deadline tracked
4.4 Deficiency Response
SHARED

Purpose: AV responds to deficiency notice with corrections or additional documentation.

User: AVDES Approved Vendor or Designee

Response Fields
Response explanation *
Upload corrected documents
Update application data fields
4.5 Approve / Deny Application
SHARED

Purpose: PA makes final decision on application - approve for ICC submission or deny.

User: PA Program Administrator

Decision
Decision: Approve / Deny *
Denial reason (if denied)
Internal notes
System Actions on Approval
Add to ICC submission batch
Email notification to AV
Status changed to "PA Approved"
5

Phase 5: ICC Approval

PA submits verified batches to ICC for approval (~every 2 weeks)
3 pages ▼

What Happens in This Phase

Illinois Commerce Commission reviews PA-submitted batches approximately every two weeks. Upon approval, utilities and IPA are notified to prepare contracts.

5.1 ICC Memo Preparation
SHARED

Purpose: PA prepares memo for ICC review at biweekly meetings. ICC does not use the portal directly - they review via memo.

User: PA Program Administrator

Memo Details
Batch ID (auto-generated)
Target ICC meeting date
Total projects in batch
Total kW capacity
Breakdown by category/program
ILSFA Capacity Tracking (OSM Addition)
ILSFA $ capacity remaining by sub-program
Buyer assignment for each project
Memo export for ICC meeting distribution
5.2 ICC Review Portal REMOVED
REMOVED

OSM CORRECTION: ICC does NOT use the portal. They review batches via memo at biweekly meetings. This page has been removed. ICC approval status is recorded by PA after meetings (see page 5.3).

5.3 ICC Approval Status Update
SHARED

Purpose: PA records ICC approval decisions after biweekly meetings. Supports bulk update of multiple projects at once.

User: PA Program Administrator

Bulk Status Update
Select batch from ICC meeting
Bulk approve all projects in batch
Flag individual projects for question/deferral
Record ICC order number
Automated Notifications (on status change)
Email to AV: ICC approval received
Email to Utility: Prepare contracts
Email to IPA: Approval confirmation
Status update: "ICC Approved"
6

Phase 6: Contract Execution

REC contracts generated, AV signs, collateral posted (IL Shines only)
4 pages ▼

Key Difference: Contract Counterparty

IL Shines: Utility is the contract counterparty. 5% collateral required (except Tier 1/2/EJC Public Schools).

ILSFA RERF-funded: IPA is the contract counterparty. NO collateral required.

ILSFA Utility-funded: Utility is the contract counterparty. NO collateral required.

6.1 Contract Generation
BRANCHED

Purpose: System generates REC delivery contract based on approved application.

User: System automated / UTIL Utility

Contract Details (Auto-populated)
Contract parties (AV, Utility or IPA)
System details from Part I
REC delivery schedule
Payment terms
Collateral requirement (5%)
6.2 Contract Review & Sign
SHARED

Purpose: AV reviews and electronically signs the REC contract via Dropbox Sign.

User: AV Approved Vendor

Signing Process
View contract PDF
Electronic signature *
Signature date (auto-captured)
Signed copy sent to all parties
6.3 Collateral Posting
BRANCHED

Purpose: AV posts collateral to the REC contract buyer (utility or IPA). Collateral is posted to buyers for ALL programs, not just IL Shines.

OSM CORRECTION: Collateral is posted to the buyer (utility or IPA) for all programs where required, not exclusively IL Shines.

User: AV Approved Vendor

Collateral Options
Letter of Credit upload
Cash deposit via wire
Surety bond upload
Exemptions
Tier 1 (<10kW): No collateral
Tier 2 (10-25kW): No collateral
EJC Public Schools: No collateral
6.4 Contract Execution Confirmation
SHARED

Purpose: PA confirms contract execution complete, project moves to development.

User: PA Program Administrator

Verification
Contract signed by all parties
Collateral posted (if required)
Status changed to "Under Development"
Development timeline begins
7

Phase 7: Project Development

AV builds the project, provides status updates every 6 months
4 pages ▼

What Happens in This Phase

Timeline: DG projects have 18 months, Community Solar has 24 months to reach energization. AVs submit status updates every 6 months and can request extensions if needed.

7.1 Development Dashboard
SHARED

Purpose: AV views all projects in development with timeline status.

User: AVDES Approved Vendor or Designee

Dashboard Information
Project list with status
Days remaining until deadline
Next status update due date
Alert indicators (overdue, approaching deadline)
7.2 Status Update Submission
SHARED

Purpose: AV submits required 6-month status update on project progress.

User: AVDES Approved Vendor or Designee

Status Update Fields
Current project phase *
Construction status *
Expected energization date *
Issues or delays encountered
Supporting photos (optional)
7.3 Extension Request
SHARED

Purpose: AV requests timeline extension for project completion.

User: AV Approved Vendor

Extension Request
Reason for extension *
New expected energization date *
Supporting documentation *
7.4 PA Development Monitoring
SHARED

Purpose: PA monitors all projects in development, reviews updates and extensions.

User: PA Program Administrator

PA Actions
View all projects by status
Review status updates
Approve/deny extension requests
Flag projects for follow-up
Initiate contract termination (if abandoned)
8

Phase 8: Part II Application (Post-Construction)

AV submits completion docs, photos, prevailing wage, workforce data, subscriber verification
6 pages ▼

What Happens in This Phase

After the project is energized, AV submits Part II with final system details, photos, installer verification, prevailing wage compliance (CTPs), workforce demographics, and for Community Solar, subscriber verification. ILSFA also requires job training verification.

Important - Document Formats: Per Illinois Shines "Acceptable Formats for Part II CoC/PTO Documents" guide, Certificate of Completion and Permission to Operate documents must be submitted in specific formats. Common rejection reasons include unreadable scans, missing utility signatures, and incorrect date formats. See Help Guides
8.1 Final System Details
SHARED

Purpose: Confirm final as-built system specifications.

User: AVDES Approved Vendor or Designee

As-Built Details
Final AC capacity (kW) *
Final DC capacity (kW) *
Energization date *
Utility meter number *
Changes from Part I (if any)
8.2 Installation Photos
SHARED

Purpose: Upload required photos of completed installation.

User: AVDES Approved Vendor or Designee

Required Photos
Array overview photo
Inverter photo with nameplate visible
Meter photo
Disconnect/breaker photo
8.3 Prevailing Wage Compliance
SHARED

Purpose: Submit Certified Transcript of Payroll (CTP) for prevailing wage compliance.

User: AV Approved Vendor

Required Documents
Certified Transcript of Payroll (CTP)
Subcontractor CTPs (if applicable)

Note: Prevailing wage required for projects >25kW. Smaller projects exempt.

8.4 Workforce Demographics
SHARED

Purpose: Report workforce demographics for Equity Accountability System tracking.

User: AV Approved Vendor

Workforce Data
Total labor hours *
EJ Community resident hours
R3 area resident hours
Minority-owned business hours
Women-owned business hours
8.5 Subscriber Verification
BRANCHED

Purpose: For Community Solar projects, verify subscriber list and allocation.

User: AV Approved Vendor

Subscriber Information
Upload subscriber list
Total subscribed capacity (%)
Low-income subscriber percentage (min 50%)
Subscriber agreements on file
8.6 Job Training Verification
ILSFA ONLY

Purpose: Document compliance with selected job training pathway.

User: AV Approved Vendor

Compliance Documentation
Job training provider confirmation (Option A)
Training fund payment receipt (Option B)
Self-training completion records (Option C)
9

Phase 9: PA Part II Verification & Inspection

PA verifies completion, selects projects for inspection, approves for payment
4 pages ▼

What Happens in This Phase

Inspection rates: Small DG 1.5%, Large DG 5%, Community Solar 25%. Upon verification, PA issues confirmation sheet and marks project "Approved for Payment."

Key Evaluations (per Illinois Shines Help Guides):
- REC Performance Evaluation: Validates expected REC delivery calculations before payment approval
- Community Solar System Parameters Evaluation: Additional checkpoint for CS projects verifying subscription levels and system parameters
9.1 Part II Review Queue
SHARED

Purpose: PA dashboard for Part II applications awaiting review.

User: PA Program Administrator

Queue Features
Filter by program, category, status
Sort by submission date, size
Inspection selection indicator
Days since submission
9.2 Part II Review Checklist
BRANCHED

Purpose: Structured checklist for verifying Part II completion requirements.

User: PA Program Administrator

Verification Items
Final system specs match Part I (within tolerance)
All required photos uploaded
Prevailing wage CTPs complete
Workforce demographics submitted
Job training compliance verified
Subscriber verification (CS only)
9.3 Inspection Management
SHARED

Purpose: Schedule and track on-site inspections for selected projects.

User: PA Program Administrator

Inspection Workflow
Random selection based on rates (1.5%, 5%, 25%)
Schedule inspection with AV
Assign inspector
Record inspection results
Upload inspection photos/report
9.4 Approved for Invoicing
SHARED

Purpose: PA approves project for invoicing (PA generates invoices, AVs send to buyers).

User: PA Program Administrator

Approval Actions
Final approval checkbox *
Generate confirmation sheet
Status changed to "Approved for Invoicing"
Notification to AV and Utility/IPA
10

Phase 10: Invoicing

PA generates invoices, AVs send to buyers (utilities/IPA) | PA does NOT process payments
3 pages ▼

MAJOR DIFFERENCE: Payment Structure

IL Shines Payment
- Small DG (<=25kW): 100% at energization
- Large DG (>25kW): 15% at energization, 85% over 6 years
- Community Solar: Quarterly payments over 20 years
ILSFA Payment
- ALL projects: 100% of 15-year REC value at energization
- Single lump sum payment
- CS: True-up after 1 year if not fully subscribed
10.1 Invoice Generation
BRANCHED

Purpose: PA generates invoice for the project. AV then sends the invoice to the buyer (utility or IPA). PA does NOT process payments.

OSM CORRECTION: The PA generates the invoice. The AV is responsible for sending it to the buyer (utility or IPA). Payment processing happens outside this portal.

User: PA Program Administrator (generates) / AV Approved Vendor (sends to buyer)

Invoice Details
Project details (auto-populated)
REC price calculation
Invoice amount
Buyer identification (utility or IPA)
AV banking information *
W-9 on file *
Invoice PDF generated for AV to send to buyer
10.2 Payment Processing REMOVED
REMOVED

OSM CORRECTION: The PA does NOT process payments. Payment processing happens outside this portal between the AV and the buyer (utility or IPA). This page has been removed.

10.3 Payment History
SHARED

Purpose: View payment history for all projects.

User: AVPA AV or PA

Payment Records
All payments by project
Payment date and amount
Payment method
Future payment schedule (Large DG, CS)
Download payment statements
11

Phase 11: Ongoing Operations

GATS/M-RETS REC delivery, annual reports, subscriber verification (CS)
4 pages ▼

What Happens in This Phase

Over the 15-20 year contract term, AVs deliver RECs via GATS (MISO) or M-RETS (PJM), submit annual reports, and maintain Community Solar subscriptions. PA monitors compliance.

11.1 REC Delivery Tracking
SHARED

Purpose: Track REC delivery via GATS (MISO) or M-RETS (PJM).

User: AVPA AV or PA

REC Tracking
GATS/M-RETS account linkage
Expected RECs vs delivered
Shortfall alerts
Annual delivery summary
11.2 Annual Report Submission
SHARED

Purpose: AV submits annual operation and production report per AV Annual Report Guide requirements.

User: AV Approved Vendor

Annual Report Fields (per AV Annual Report Guide)
RECs delivered by each system in portfolio *
Status of approved but not energized systems (including extensions) *
Energized systems that haven't delivered RECs in the year *
Balance of collateral held by each utility *
Force majeure requests/suspensions/reductions
Consumer complaints received *
Ownership changes
Community Solar Additional Fields
Subscription % by capacity
Subscriber counts by type
Subscriber turnover rates
Attestation that disclosure forms were signed
Reference Documents (OSM Suggestion)
AV Annual Report Guide v250528
11.3 Subscriber Management
BRANCHED

Purpose: Manage Community Solar subscriber list over project lifetime.

User: AV Approved Vendor

Subscriber Actions
Add new subscribers
Remove departing subscribers
Update subscription allocations
Maintain 50% low-income minimum
Quarterly subscriber reports
11.4 Compliance Monitoring
SHARED

Purpose: PA monitors ongoing compliance across all active projects.

User: PA Program Administrator

Monitoring Dashboard
REC delivery status across all projects
Annual report submission tracking
Compliance alerts
Contract expiration tracking
12

Phase 12: Consumer Protection

Complaint intake, investigation, disciplinary actions, restitution
4 pages ▼

What Happens in This Phase

Customers can file complaints about AVs. PA investigates and can issue warnings, require remediation, suspend, or revoke AV status. ILSFA includes enhanced protections and coordination with Grassroots Educators and LIHEAP agencies.

12.1 Complaint Intake
SHARED

Purpose: Customer or third party files complaint about an AV.

User: CUST Customer or Public

Complaint Form
Complainant name *
Contact information *
AV being complained about *
Complaint category *
Description of issue *
Supporting documents
12.2 Complaint Investigation
SHARED

Purpose: PA investigates complaint and documents findings.

User: PA Program Administrator

Investigation Workflow
Assign investigator
Contact complainant for details
Request AV response
Document investigation findings
Determine validity of complaint
12.3 Disciplinary Action
SHARED

Purpose: PA issues disciplinary action based on investigation.

User: PA Program Administrator

Action Options
Warning letter
Required remediation plan
Temporary suspension
AV status revocation
Restitution requirement
12.4 Complaint Dashboard
SHARED

Purpose: PA views all complaints with status and history.

User: PA Program Administrator

Dashboard Features
All complaints by status
Complaints by AV
Complaint trends/analytics
Escalation alerts
Grassroots Educator coordination
SFA

ILSFA-Specific Modules

Grassroots Educators, Participant Pipeline, EJ Committee, Advisory, Home Repair
5 modules ▼

What Are These Modules

These modules support ILSFA-specific program requirements and have no IL Shines equivalent.

ILSFA.1 Grassroots Educator Management
ILSFA ONLY

Purpose: Manage the 18 active Grassroots Educators who perform community outreach.

User: PAGE PA or Grassroots Educator

Management Features
GE profile management
Service territory assignments
Activity tracking and reporting
Community event scheduling
Customer referral tracking
ILSFA.2 Participant Pipeline
ILSFA ONLY

Purpose: LIHEAP integration via NCSP+ Connector and neutral AV referral system.

User: PA Program Administrator

Pipeline Features
LIHEAP agency data integration
Pre-qualified customer list
Neutral AV rotation for referrals
Customer interest form
Referral tracking and outcomes
ILSFA.3 EJ Self-Designation Committee
ILSFA ONLY

Purpose: Review applications from communities seeking Environmental Justice Community (EJC) status.

User: PAIPA PA or IPA Staff

Committee Workflow
Community application intake
Supporting documentation review
Committee meeting scheduling
Voting and decision recording
EJC map updates
ILSFA.4 Advisory Committee
ILSFA ONLY

Purpose: Support quarterly Advisory Committee meetings for program improvement.

User: PAIPA PA or IPA Staff

Committee Support
Meeting scheduling and invitations
Agenda management
Document sharing portal
Meeting minutes and action items
Recommendation tracking
ILSFA.5 Home Repair Pilot
ILSFA ONLY

Purpose: Coordinate referrals for home repair assistance before solar installation.

User: PAAV PA or AV

Pilot Features
Home assessment flagging
Repair partner directory
Referral submission
Repair status tracking
Return to solar pipeline

Infrastructure Components

Shared and program-specific backend services that power the unified portal. Click any component to see detailed functionality.

AUTH Authentication & Authorization

100% Shared
What This Component Does

The Authentication & Authorization component handles all user identity management, login/logout, session management, and permission enforcement. It provides Single Sign-On (SSO) across both programs so users only need to log in once to access all features they're authorized for.

Sub-Components
Component Description Technology
SSO Gateway Central authentication point for all users Okta / Auth0
User Registry Master database of all user accounts and profiles PostgreSQL
Role Engine Maps users to roles (AV, PA, ICC, etc.) and permissions Custom middleware
Session Manager Handles login sessions, timeouts, token refresh Redis + JWT
User Types Supported
User Type Code IL Shines ILSFA
Approved Vendor[AV]YesYes
Designee[DES]YesYes
Customer[CUST]YesYes
Program Administrator[PA]YesYes
Utility[UTIL]YesYes
IPA Staff[IPA]YesYes
ICC Staff[ICC]YesYes
Grassroots Educator[GE]NoYes

DOC Document Management

100% Shared
What This Component Does

Handles all file uploads, storage, retrieval, and metadata tracking across both programs. Documents are organized by project and lifecycle stage, with version control and access logging.

Document Types
Document TypeIL ShinesILSFA
Business licensesYesYes
Interconnection agreementsYesYes
Site maps, schematicsYesYes
Project photosYesYes
Prevailing wage CTPsYesYes
Income verification docsNoYes
Community engagement recordsOptional (CDCS)Required (CS)
Job training evidenceNoYes

FLOW Workflow / State Machine

95% Shared
What This Component Does

Manages application lifecycle states and transitions. Ensures projects follow the correct sequence of steps and enforces business rules at each transition. ILSFA adds income verification states to the shared state machine.

State Flow
Draft -> Submitted -> In Review -> Deficiency -> Cured -> Verified -> ICC Pending -> ICC Approved -> Contracted -> Under Development -> Part II Submitted -> Part II Verified -> Energized -> REC Delivery -> Completed/Terminated
ILSFA-Specific States
Income Verification Pending -> Income Verified -> (continues to normal flow) -> Income Denied -> Terminated

INCOME Income Verification Engine

ILSFA Only - New Build
What This Component Does

Verifies customer income eligibility for ILSFA participation. Supports multiple verification pathways including document review, benefits enrollment verification, geographic qualification, and the new self-attestation pathway added by P.A. 104-0458.

Verification Pathways
PathwayRequirementsEvidence
Income DocumentationHousehold income <= 80% AMITax returns, pay stubs
Benefits EnrollmentEnrolled in qualifying programSNAP, LIHEAP, Medicaid letters
Geographic QualificationReside in EJC or income-eligible tractAddress verification
Self-Attestation (NEW)Reside in EJC/income-eligible + attestSigned attestation form
Integrations
SystemPurpose
EJ Community Map APIVerify if address is in EJC
Census Tract LookupVerify income-eligible community
LIHEAP / NCSP+ ConnectorCross-reference benefits enrollment

PAY Payment Processing

80% Shared
What This Component Does

Handles fee collection (IL Shines), collateral tracking (IL Shines), and REC payment calculations/invoicing. The payment STRUCTURES differ significantly between programs - IL Shines uses various pay-over-time models while ILSFA pays 100% upfront.

Fee Processing
Fee TypeIL ShinesILSFA
Registration FeeYesNo fee
Application Fee ($20/kW)Yes (max $15k)No fee
Collateral (5%)Yes (most categories)No requirement
REC Payment Structures
CategoryIL ShinesILSFA
Small DG (<=25kW)100% at energization100% of 15-year value at energization
Large DG (>25kW)15% at energization, 85% over 6 years
Community SolarQuarterly payments over 20 years
Public Schools100% at energization

CALC Calculation Engine

90% Shared

Performs capacity factor calculations (via PVWatts API), REC quantity estimates, and contract value calculations using the CREST model. Both programs use the same underlying calculations; difference is only in payment scheduling.

GEO Address / Location Services

100% Shared

Provides geocoding, utility territory lookup (ComEd/Ameren/MidAmerican), EJ Community verification, income-eligible community lookup, and co-location detection. Critical for both programs.

NOTIFY Notification Engine

95% Shared
What This Component Does

Centralized notification system that sends emails, in-app alerts, and SMS (future) based on application events and deadline triggers. Ensures all stakeholders stay informed of status changes, required actions, and upcoming deadlines.

Notification Triggers
Trigger TypeIL ShinesILSFA
Application status changesYesYes
Deficiency notices issuedYesYes
Contract ready for signatureYesYes
ICC approval receivedYesYes
Deadline approaching (7/3/1 day)YesYes
Deadline missed - escalationYesYes
Income verification resultNoYes
Grassroots Educator assignmentNoYes
Delivery Channels
ChannelUse CaseStatus
EmailAll notifications, formal communicationsCore
In-App AlertsDashboard notifications, action itemsCore
SMSUrgent deadlines, critical status changesFuture
Notification Templates

System maintains configurable templates for each notification type. Templates support variable substitution (project ID, deadline date, vendor name, etc.) and can be customized per program.

TIME Deadline / Timer Tracking

100% Shared
What This Component Does

Tracks all time-sensitive milestones and deadlines throughout the application lifecycle. Calculates business days, manages extensions, and triggers notifications via the NOTIFY component when deadlines approach or are missed.

Standard Deadlines
MilestoneDurationIL ShinesILSFA
Deficiency cure period2 weeks (10 business days)YesYes
Contract signature7 business daysYesYes
Collateral posting30 business daysYesN/A
DG Energization18 months from contractYesYes
CS Energization24 months from contractYesYes
Part II submission60 days from energizationYesYes
Extension Management
FeatureDescription
Extension Request FormAV submits request with justification + supporting docs
Extension Fee CalculationAutomatic fee calculation for energization extensions
PA Review WorkflowPA reviews, approves/denies, updates deadline
Audit TrailFull history of original deadline + all extensions
Business Day Calculator

Excludes weekends and Illinois state holidays. Maintains holiday calendar updated annually. All deadline calculations use business days unless otherwise specified.

REPORT Reporting / Dashboards

85% Shared
What This Component Does

Provides real-time dashboards and exportable reports for all user types. Tracks program metrics, application pipelines, capacity allocation, and compliance status. Most reports are shared; some are program-specific.

Dashboard Types
DashboardUsersIL ShinesILSFA
PA Application Queue[PA]YesYes
AV Project Status[AV]YesYes
REC Delivery Monitoring[PA], [IPA]YesYes
Subscriber Verification[PA], [AV]Yes (CS)Yes (CS)
Capacity Block Status[PA], [IPA]YesYes
Income Eligibility Reports[PA]NoYes
Grassroots Educator Activity[PA]NoYes
Standard Reports
ReportFrequencyAudience
Weekly Application PipelineWeeklyPA, IPA
Monthly Capacity SummaryMonthlyIPA, ICC
Quarterly Program MetricsQuarterlyIPA, Legislature
Annual Report Data ExportAnnualIPA
ICC Batch SummaryPer batchICC
Export Formats

All reports exportable as CSV, Excel, and PDF. API endpoints available for automated data extraction to external systems.

BATCH Batch Management

70% Shared
What This Component Does

Manages grouping of applications for processing. IL Shines uses rolling AV batches; ILSFA uses application windows by sub-program. Both submit batches to ICC for approval and track capacity allocation against program targets.

Batching Models
FeatureIL ShinesILSFA
Batch TriggerAV-initiated rolling batchesApplication window close dates
Grouping LogicBy AV + submission dateBy sub-program + window
Capacity TrackingPer category blockPer sub-program allocation
ICC SubmissionBatchedBatched
Capacity Tracking
FunctionDescription
Block AllocationTrack MW allocated per program year block
Real-time AvailabilityShow remaining capacity by category
Waitlist ManagementQueue projects when blocks are full
Block RolloverUnused capacity carries to next block
ILSFA Application Windows
Sub-ProgramWindow Schedule
Residential Solar (Small)Continuous intake
Residential Solar (Large)Periodic windows
Non-Profit / Public FacilitiesPeriodic windows
Community SolarPeriodic windows

GE Grassroots Educator Management

ILSFA Only - New Build
What This Component Does

Manages the network of 18 Grassroots Educators who perform community outreach for ILSFA. Tracks educator registration, campaign assignments, outreach activities, and referral metrics.

Core Functions
FunctionDescription
GE RegistrationOnboard new Grassroots Educators, track certifications
Campaign ManagementCreate/assign outreach campaigns by region or topic
Material DistributionTrack branded materials sent to each educator
Activity LoggingRecord events, presentations, door-knocking, etc.
Performance MetricsReferrals generated, applications started, conversions
Reporting

Monthly activity reports per educator, regional coverage maps, and ROI analysis comparing outreach spend to application conversions.

REFER Participant Pipeline / Referral

ILSFA Only - New Build
What This Component Does

Manages the flow of income-eligible participants from initial interest through AV matching. Integrates with LIHEAP/NCSP+ systems and ensures competitively neutral referrals to Approved Vendors.

Core Functions
FunctionDescription
LIHEAP IntegrationReceive referrals from NCSP+ Connector system
Interest RegistrationCapture participant interest via web form or GE referral
Eligibility Pre-ScreenQuick geographic/income eligibility check
Neutral AV MatchingCompetitively neutral assignment to available AVs
Referral TrackingTrack referral-to-application conversion rates
Competitive Neutrality Rules
RuleImplementation
Geographic MatchOnly refer to AVs serving participant's utility territory
RotationRound-robin assignment among eligible AVs
Capacity BalanceWeight by AV's available capacity
Customer ChoiceParticipant can request specific AV if desired

User Stories

User stories capturing key system behaviors. Click any story to expand acceptance criteria. Use the feedback panel to suggest changes or additions.

Application Processing Flow

US-001 AV Submits New IL Shines DG Project
As an Approved Vendor
I want to submit a new distributed generation project to Illinois Shines
So that I can secure a REC contract for my customer's solar installation
Acceptance Criteria
Can create disclosure form with customer info
Can select IL Shines program and DG category
Can enter technical specifications and upload interconnection docs
System calculates capacity factor automatically via PVWatts
Can view calculated REC price before submission
Can pay application fee ($20/kW, max $15,000)
Receive confirmation of submission with application ID

Pages: 1.1, 1.2, 1.3, 2.1-2.4, 2.11, 3.1, 3.2

New Stories (Added)

US-011 PA Receives Deadline Notifications for Missing Documents
As a Program Administrator
I want to ensure that deadlines receive notifications if certain documents or follow-ups are not completed in the program rule design
So that I can proactively manage compliance and prevent applications from stalling
Acceptance Criteria
System tracks all document submission deadlines per application
Notifications sent 7 days, 3 days, and 1 day before deadline
PA dashboard shows "at risk" applications approaching deadlines
Escalation notifications sent to PA supervisor if deadline missed
Configurable notification rules per document type
US-012 PA Automates Vendor Document Verification
As a Program Administrator
I want to automate the verification of approved vendor documents on a scheduled basis
So that I can ensure all AVs maintain current required documentation without manual tracking
Acceptance Criteria
System tracks expiration dates for all AV documents (insurance, licenses, etc.)
Automated daily scan identifies documents expiring within 30 days
AVs receive automated renewal reminders at 30, 14, and 7 days
PA notified of any expired documents
AV status can be automatically suspended if critical docs expire
US-013 Call Center Staff Accesses Full Account Information
As a Program Administrator who responds to call center calls
I want to access the accounts, the vendors, the projects, and see all the relevant files
So that I can answer questions about projects and their status accurately and quickly

Known Issue: Customer agreements/contracts are currently not stored with the rest of the project documents, making them hard/impossible to retrieve when responding to customer inquiries.

Acceptance Criteria
Unified search across customers, AVs, and projects
Customer agreements/contracts stored with project documents (not separate)
Single view showing customer, related AV, all projects, and documents
Full project timeline with all status changes visible
Document viewer integrated (no downloading required)
Call notes can be logged directly to project record
Read-only access mode to prevent accidental changes
US-014 Call Center Assists AVs with Password Resets
As a Call Center staff member
I want to assist Approved Vendors with password resets and ensure reset emails go to the right place
So that AVs can regain access to their accounts quickly without security risks
Acceptance Criteria
Can look up AV by name, email, or company
Can verify AV identity through security questions or callback
Can trigger password reset email to registered email
Can update email address with proper verification
All password reset actions logged for audit
US-015 PA and AV Access to Contract Documents
As a Program Administrator
I want to see contracts as documents of a project
And as an Approved Vendor, I should also be able to see approved contracts for my relevant projects
So that all parties have access to executed agreements for reference
Acceptance Criteria
Executed contracts appear in project document list
PA can view all contracts for any project
AV can view contracts only for their own projects
Contract status shown (pending, executed, amended)
Contract amendments linked to original contract
Download available for PDF copy

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